Utilization_Calculation__c

Label: Utilization Calculation

A container object that holds information on resource utilization at a single point in time. Utilization calculation, detail, and (optionally) summary records are created when you calculate utilization for a resource, region, practice, or group. FinancialForce PSA calculates utilization as a percentage: the number of hours resources have billed, divided into the number of billable hours in a given time period. If configured, utilization also calculates the number of hours resources are assigned in the future (held against resource requests), or aggregates requested and assigned hours by role. Run utilization reports on the information stored in this object to understand how utilized your resources are in comparison with their work calendar hours.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Batch_Id_Unheld_Calc__c	Batch Id Unheld Calc	Pre-Spring 2018		Text(20)
Batch_Id__c	Batch Id	Pre-Spring 2018	An internal field used by PSE - not intended for display to users.	Text(20)
Calculate_Historical_Utilization__c	Calculate Historical Utilization	Pre-Spring 2018		Checkbox	false
Calculate_Scheduled_Utilization__c	Calculate Scheduled Utilization	Pre-Spring 2018		Checkbox	false
Default_Opportunity_Probability__c	Default Opportunity Probability	Pre-Spring 2018	Where resource requests (on the region, practice or group on which the utilization calculation is run) do not have a value for Probability (%) on the linked opportunity, determines the default percentage value to use to weight held and unheld hours. The default value is 100.	Percent(3,0)
Delete_Prior_Calculation__c	Delete Prior Calculation	Pre-Spring 2018	When selected, the previous calculations and details are deleted when utilization is calculated. Whether the calculation is deleted also depends on the combination of RPG, resource, and time period, or the time period parent combination. This option is applicable when the current utilization calculation is the master and uses the same logic as clearing the Is Report Master checkbox.	Checkbox	false
Deleted_Date__c	Deleted Date	Spring 2019	Indicates the date on which the record was deleted as a result of selecting Delete Prior Calculation.	Date
Error_Details__c	Error Details	Pre-Spring 2018	Details of errors that occurred during processing. Not intended for display.	LongTextArea(32000)
Excluded_Roles__c	Excluded Roles	Fall 2019	Enables you to select the roles that do not require utilization summary records to be created.	MultiselectPicklist: Architect Business Analyst Client Manager Consultant Contractor Executive Project Manager Senior Consultant Trainer
Group__c	Group	Pre-Spring 2018	Looks up to: Grp__c	Lookup
Historical_Utilization_Cut_Off_Date__c	Historical Utilization Cut-Off Date	Pre-Spring 2018		Picklist: End of Last Week End of This Week Today
Historical_Utilization_End_Date__c	Historical Utilization End Date	Pre-Spring 2018		Date
Historical_Utilization_Start_Date__c	Historical Utilization Start Date	Pre-Spring 2018		Date
Include_Sublevels__c	Include Sublevels	Pre-Spring 2018		Checkbox	false
Include_Sublevels_in_Subtotals__c	Include Sublevels in Subtotals	Pre-Spring 2018	Should subtotals be calculated for all sub levels of the selected subtotal by R/P/G	Checkbox	false
Is_Report_Master__c	Is Report Master	Pre-Spring 2018		Checkbox	false
Minimum_Opportunity_Probability__c	Minimum Opportunity Probability	Pre-Spring 2018	Where resource requests (on the region, practice or group on which the utilization calculation is run) have a value for Probability (%) on the linked opportunity, determines the minimum threshold below which opportunity probability is not considered when calculating capacity demand by role. The default value is 0.	Percent(3,0)
Practice__c	Practice	Pre-Spring 2018	Looks up to: Practice__c	Lookup
Region__c	Region	Pre-Spring 2018	Looks up to: Region__c	Lookup
Resource__c	Resource	Pre-Spring 2018	Looks up to: Contact	Lookup
Scheduled_Utilization_End_Date__c	Scheduled Utilization End Date	Pre-Spring 2018		Date
Scheduled_Utilization_Start_Date__c	Scheduled Utilization Start Date	Pre-Spring 2018		Date
Status__c	Status	Pre-Spring 2018		Picklist: Complete Error Occurred In Progress Not Started
Subtotal_by_Group__c	Subtotal by Group	Pre-Spring 2018	Looks up to: Grp__c	Lookup
Subtotal_by_Practice__c	Subtotal by Practice	Pre-Spring 2018	Looks up to: Practice__c	Lookup
Subtotal_by_Region__c	Subtotal by Region	Pre-Spring 2018	Looks up to: Region__c	Lookup
Time_Period_Types__c	Time Period Types	Pre-Spring 2018		MultiselectPicklist: Month Quarter Week Year
Time_Period__c	Time Period	Pre-Spring 2018	Looks up to: Time_Period__c	Lookup
Type__c	Type	Pre-Spring 2018		Picklist: Current Month and Last Month Current Month and Next Month Current Quarter and Last Quarter Current Quarter and Next Quarter Current Week and Last Week Current Week and Next Week Current Year and Last Year Current Year and Next Year Last Month Last Quarter Last Week Last Year Last Current and Next Month Last Current and Next Quarter Last Current and Next Week Last Current and Next Year Month Forecast Month to Date Next Month Next Quarter Next Week Next Year Quarter Forecast Quarter to Date Week Forecast Week to Date Year Forecast Year to Date